AGGH vs. RULE ETF Comparison
Comparison of Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) to Adaptive Core ETF (RULE)
AGGH
Simplify Aggregate Bond PLUS Credit Hedge ETF
AGGH Description
Simplify Aggregate Bond PLUS Credit Hedge ETF is an exchange traded fund launched and managed by Simplify Asset Management Inc. The fund invests in the fixed income markets of the United States. The fund invests through other funds and through derivatives such as swaps and options in the securities. It primarily invests in investment grade bonds. Simplify Aggregate Bond PLUS Credit Hedge ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$20.76
Average Daily Volume
82,555
Number of Holdings
*
3
* may have additional holdings in another (foreign) market
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$23.31
Average Daily Volume
5,937
Number of Holdings
*
35
* may have additional holdings in another (foreign) market
Performance
| Period | AGGH | RULE |
|---|---|---|
| 30 Days | 0.05% | 5.63% |
| 60 Days | -3.82% | 5.87% |
| 90 Days | -4.68% | 6.41% |
| 12 Months | 5.79% | 21.71% |
1 Overlapping Holdings
| Symbol | Grade | Weight in AGGH | Weight in RULE | Overlap | |
|---|---|---|---|---|---|
| JPST | A | 6.55% | 4.26% | 4.26% |
AGGH Underweight 34 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.27% | |
| CRM | B | -3.6% | |
| APO | B | -3.39% | |
| WMB | A | -3.07% | |
| EQIX | A | -3.05% | |
| PCAR | B | -3.04% | |
| XLG | B | -3.04% | |
| AON | A | -3.04% | |
| SPHQ | A | -3.03% | |
| CAH | B | -3.0% | |
| VST | B | -2.96% | |
| INTU | C | -2.95% | |
| V | A | -2.95% | |
| IWF | B | -2.91% | |
| FI | A | -2.91% | |
| BK | A | -2.88% | |
| PH | A | -2.87% | |
| CTAS | B | -2.84% | |
| GWW | B | -2.82% | |
| UBER | D | -2.8% | |
| NFLX | A | -2.78% | |
| PGR | A | -2.72% | |
| HD | A | -2.7% | |
| FTNT | C | -2.67% | |
| RMD | C | -2.65% | |
| FCNCA | A | -2.59% | |
| URI | B | -2.57% | |
| GPN | B | -2.51% | |
| IRM | D | -2.47% | |
| VRT | B | -2.41% | |
| IBM | C | -2.35% | |
| PAYX | C | -2.18% | |
| ADBE | C | -1.94% | |
| ARES | A | -1.81% |
AGGH: Top Represented Industries & Keywords
Industries:
Keywords:
Bond
ETF
Exchange Traded Fund
Fixed Income
Accredited Investor
Asset And Liability Management
Bond Fund
Bond Market
Bond Market Indices
Currency
Debt Securities
Financial Market
Financial Regulation
Fixed Income Analysis
Inflation
Interest Rate
Investment Strategy
Leveraged ETF
Merrill Lynch
PIMCO
RULE: Top Represented Industries & Keywords
Industries:
Business Services
Software - Application
Asset Management
Banks - Regional - US
Conglomerates
Credit Services
Diversified Industrials
Home Improvement Stores
Industrial Distribution
Information Technology Services
Insurance - Property & Casualty
Insurance Brokers
Media - Diversified
Medical Distribution
Medical Instruments & Supplies
Oil & Gas Midstream
REIT - Diversified
Rental & Leasing Services
Truck Manufacturing
Utilities - Independent Power Producers
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